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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,311 | $97,289-98.7% | $92,805-98.6% | $155,188-99.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 33.28% | 29.03%+4.2pp | 31.59%+1.7pp | 148.84%-115.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,590 | $8,795-59.2% | $8,448-57.5% | $6,531-45.0% |
| Admin fee / account holder | $408 | $12,015-96.6% | $10,911-96.3% | $14,480-97.2% |